Tag Archives: Lead Generation

Your message must GRAB your potential client immediately.  It doesn’t matter if it’s for marketing, referrals or an elevator speech… your message has to cut through the clutter and grab them. There are 3 basic ways to accomplish this: Don’t … Continue reading →

With something as vital as marketing, you can’t afford to be barking up the wrong tree.  Great marketing can make a crappy financial adviser, fabulously successful… but the wrong marketing can put the best financial adviser on the ropes.  Unfortunately, … Continue reading →

What are all retirees looking for?  How to get the highest income with the least amount of risk.  But doesn’t every advisor… tell every client… that they have the answer for that?  But guess what!  All the answers sound the … Continue reading →

Do you sell by your gut… or the way you were trained years ago?  If so, you are probably WAY less successful than you could be.  We are in the Golden Age of selling psychology research.  We now KNOW… What … Continue reading →

How do you get a Property Casualty agent to open their huge book of business to you?  I have a Step-by-Step system for that!  I’m willing to give it to you, courtesy of 5Q Group.  Here’s what you’ll get in … Continue reading →

The average dog owner in the U.S. spends $126 on their pooch every month.  Many spend much, much more.  In total, over $70 billion is spent per year by dog lovers. Dog people are passionate about their canine family member.  … Continue reading →

You can instantly make your marketing… bio… mail piece… seminar… or any communication you have with the public, INSTANTLY more effective by asking yourself these 3 questions. Put yourself in the shoes of the client and ask: What’s Your Point? … Continue reading →

In the last couple of years, financial advisers using digital marketing has skyrocketed.  You’ve most likely seen or been approached from providers trumpeting their great success on either LinkedIn or Facebook.  So, which one is better? Great question.  This article … Continue reading →

Have you ever worked with a client where you can reduce their taxes… increase their return and income… reduce their risk and fees… MAKE THEIR LIVES AWESOME!  And they still don’t take your advice? Watch this 40-minute video that will … Continue reading →

The mind is a crazy, often irrational, machine… but if you know how to use that irrationality, it can help you get the client to work with you much faster. Here are 10 Mind Leverage tools that you should be … Continue reading →